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Marc Koven

@Cypress Wealth Services, Llc

Latest period2024 - Q4ReportedManaged Assets$497.966MTotal holdings280
Assets growth rate2.96%Assets growth rate (2-Q avg)5.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Wealth Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 280 positions.

Assets under management

The assets under management (AUM) of Cypress Wealth Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 497.966M in assets, with a quarterly growth rate of 2.96% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Marc Koven, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 11.39%
0.08%
$388,265
1,966 shares@ $197.49 avg price
MRKMerck & Co Inc
Recent Activity
Increased 3.15%
0.08%
$362,008
3,639 shares@ $99.49 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 0.26%
0.07%
$338,661
11,598 shares@ $29.2 avg price
PEPPepsico Inc
Recent Activity
Increased 1.7%
0.07%
$337,573
2,220 shares@ $152.06 avg price
BXBlackstone Inc
Recent Activity
Increased 1.1%
0.07%
$333,053
1,932 shares@ $172.39 avg price
ABTAbbott Labs
Recent Activity
Increased 0.69%
0.07%
$330,771
2,924 shares@ $113.13 avg price
TAt&t Inc
Recent Activity
Increased 15.59%
0.07%
$322,843
14,178 shares@ $22.78 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.19%
0.07%
$315,426
1,088 shares@ $289.92 avg price
KMXCarmax Inc
Recent Activity
Increased 5.22%
0.06%
$295,481
3,614 shares@ $81.77 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 1.5%
0.06%
$294,326
6,111 shares@ $48.17 avg price